Our Team / Client Services

Cody Santmyer

Portfolio/Investment Administrator

csantmyer@agilipersonalcfo.com

 

Professional headshot photo of Davis Barry, Agili Financial Planning Analyst..

Job Description

As a Portfolio/Investment Administrator, I support Agili’s Financial Strategists by compiling reports and assisting with the implementation of investment strategies.

Education and Credentials

  • Bachelor of Science in Finance, CERTIFIED FINANCIAL PLANNER™ Education Option, Virginia Polytechnic Institute and State University (Virginia Tech)

Job Description

As a Portfolio/Investment Administrator, I support Agili’s Financial Strategists by compiling reports and assisting with the implementation of investment strategies.

Education and Credentials

  • Bachelor of Science in Finance, CERTIFIED FINANCIAL PLANNER™ Education Option, Virginia Polytechnic Institute and State University (Virginia Tech)

More About Cody

When I’m not wearing my Personal CFO hat, I’m wearing my sports hat. I love playing and watching sports, they are how I relax after work and on weekends.

What excites me about my work is being a part of helping clients reach their personal and financial goals in order to live a fulfilled life.

My favorite food is sushi. It tastes amazing, is fresh, and healthy! My favorite sushi rolls are salmon and avocado, and tuna and avocado.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018